Underwriting Technician

West Bend Insurance Company; West Bend, Madison (WI, WI); Hybrid; USD 25,000 - 30,000; Full time

Benefits offered by this job

Medical Insurance

Health Savings Account

Dental Insurance

Vision Insurance

Disability Insurance

Flexible Spending Accounts

Life Insurance

Critical Illness

EAP

401(k) Match

Pet Insurance

PTO

Bonus eligible

Job summary

West Bend Insurance Company is seeking an Underwriting Tech to support service excellence by applying rules and guidelines to clear accounts for new customers and handle non-complex policy changes. The role emphasizes accuracy, efficiency, and customer focus.

The position offers a hybrid work schedule; candidates within 50 miles of a West Bend office may work collaboratively. Base location can be West Bend or Madison, WI.

Qualifications

• Interpret and apply underwriting guidelines to support service levels.
• Review and clear accounts for new customers and simple policy changes.
• Collaborate with internal teams for timely policy service.
• Maintain a strong customer service orientation in all tasks.

Responsibilities

• Interpret and apply underwriting guidelines and procedures to support service level standards.
• Review and clear accounts for new customers and process policy change requests that do not require underwriting decisions.
• Collaborate with internal teams to ensure timely and accurate policy service.
• Maintain a strong customer service orientation in all tasks and communications.
• Adapt to and support ongoing changes in technology, systems, and workflows.

Skills

Insurance exp

PC skills

Time mgmt

MS Office

Communication

Data entry

Fast-paced

Education

High school diploma

A.G.I. designation

Tools

Microsoft Suite

Job description

Company Overview

Recognized as a Milwaukee Journal Sentinel Top Workplace for 14 consecutive years, including three years of being honored as number one! Join us at West Bend, where we believe that our associates are our greatest asset. We hire talented individuals who are conscientious, dedicated, customer focused, and able to build lasting relationships. We create and maintain an environment where you feel a sense of belonging and appreciation. Your diversity of thought, experience, and knowledge are valued. We’re committed to fostering a welcoming culture, offering you opportunities for meaningful work and professional growth. More than a workplace, we celebrate our successes and take pride in serving our communities.

Job Summary

An Underwriting Tech plays a vital support role in ensuring service excellence by applying a thorough understanding of systems, workflows, and the manual rules and guidelines established by West Bend. This position is responsible for clearing accounts for new customers and processing non-complex policy changes with a strong emphasis on accuracy, efficiency, and customer focus.

Work Location

This position offers a hybrid work schedule. Candidates who are located within 50 miles of a West Bend office location will work a hybrid schedule for collaboration days, team meetings or other in-person events. The position can be based in West Bend or Madison.

Responsibilities & Qualifications

• Interpret and apply underwriting guidelines and procedures to support service level standards.
• Review and clear accounts for new customers and process policy change requests that do not require underwriting decisions.
• Collaborate with internal teams to ensure timely and accurate policy service.
• Maintain a strong customer service orientation in all tasks and communications.
• Adapt to and support ongoing changes in technology, systems, and workflows.

Preferred Experience and Skills

• 1-2 years of insurance related experience
• Knowledge of personal computers
• Organizational and time management skills
• Proficiency in Microsoft Suite
• Basic written and verbal communication skills
• Basic math and data entry skills
• Ability to work in fast paced environment

Preferred Education and Training

• High school diploma or equivalent
• Completion of Associate in General Insurance Designation

Salary Statement

The hourly range for this position is $17.89-$22.36.

The actual base pay offered to the successful candidate will be based on multiple factors, including but not limited to job-related knowledge/skills, experience, business needs, geographical location, and internal equity. Compensation decisions are made by West Bend and are dependent upon the facts and circumstances of each position and candidate.

Benefits

West Bend offers a comprehensive benefit plan including but not limited to:

• Medical & Prescription Insurance

• Health Savings Account

• Dental Insurance

• Vision Insurance

• Short and Long Term Disability

• Flexible Spending Accounts

• Life and Accidental Death & Disability

• Accident and Critical Illness Insurance

• Employee Assistance Program

• 401(k) Plan with Company Match

• Pet Insurance

• Paid Time Off. Standard first year PTO is 17 days, pro-rated based on month of hire. Enhanced PTO may be available for experienced candidates

• Bonus eligible based on performance

• West Bend will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act for Colorado employees, in accordance with its plans and policies.

EEO

West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and promotion.